See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,837 | $180,449-67.9% | $154,107-62.5% | $135,375-57.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.06% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $8,746 | $6,035+44.9% | $5,298+65.1% | $4,779+83.0% |
| Participant deferral / active EE | $7,270 | $5,806+25.2% | $5,081+43.1% | $5,609+29.6% |
| Admin fee / account holder | $217 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |